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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$11.3M +$11K +212 +0.1%
SFG
102
StrategIQ Financial Group
Indiana
$11.3M -$359K -6,928 -3%
RIS
103
Retirement Income Solutions
Michigan
$11.1M +$140K +2,704 +1%
PAS
104
Park Avenue Securities
New York
$11M +$2.18M +42,034 +24%
CI
105
CX Institutional
Indiana
$11M +$213K +4,108 +2%
RC
106
RBF Capital
California
$10.8M
AWA
107
Arete Wealth Advisors
Illinois
$10.7M +$660K +12,723 +6%
NEIRG
108
New England Investment & Retirement Group
Massachusetts
$10.7M +$534K +10,289 +5%
TCM
109
Towercrest Capital Management
Pennsylvania
$10.7M -$279K -5,372 -2%
GG
110
GenWealth Group
New Jersey
$10.6M +$103K +1,989 +1%
AF
111
Advisornet Financial
Minnesota
$10.2M +$213K +4,107 +2%
K
112
Kemper
Illinois
$10.1M
FAIM
113
Financial Advocates Investment Management
Washington
$10M -$17.5M -338,268 -63%
AFP
114
Ausdal Financial Partners
Iowa
$9.93M +$468K +9,020 +5%
T
115
TNF
Montana
$9.73M +$9.35M +180,325 New
FPWM
116
FSB Premier Wealth Management
Iowa
$9.56M +$7.78K +150 +0.1%
UAS
117
United Asset Strategies
New York
$9.4M +$2.65M +51,091 +38%
CWA
118
Clearview Wealth Advisors
Oregon
$9.11M +$179K +3,455 +2%
ODCM
119
Old Dominion Capital Management
Virginia
$9.08M -$237K -4,567 -2%
FP
120
Fiduciary Planning
Florida
$8.9M +$4.97M +95,738 +119%
KTC
121
Kistler-Tiffany Companies
Pennsylvania
$8.82M +$231K +4,444 +3%
AWMG
122
Alliance Wealth Management Group
New Jersey
$8.71M -$164K -3,161 -2%
IWC
123
Integrated Wealth Concepts
Massachusetts
$8.7M +$1.62M +31,143 +22%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$8.68M +$244K +4,713 +3%
BWG
125
Beta Wealth Group
California
$8.64M -$105K -2,025 -1%